Journey Beyond Wealth, LLC's ownership history for SPY

Journey Beyond Wealth, LLC currently holds 7.3K shares with a market value of $4.9M. It started holding SPY on 2024-12-31. At its peak, it held 7.4K shares on 2024-12-31. Its highest holding value was $4.9M on 2025-09-30. At its lowest, it held 7.3K shares on 2025-09-30, with a value of $4.1M on 2025-03-31. In the recent 180 days, Journey Beyond Wealth, LLC has decreased its shares by 75.